Dynamic Emails enables your organization to automatically send customized follow-up emails at predetermined intervals after your donors give to your organization. This is a great way to personally thank and engage donors soon after they submit a donation.
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Create a Dynamic Email
From the Pages screen, hover your mouse over Email Center in the top menu bar
Select Dynamic Emails from the drop-down
Click the Create Campaign button
Set the Name + Filters
Campaign Name: Name the email (This is for internal purposes only.)
Sent To: Select the page or page(s) for which you'd like to create a Dynamic Email for. This will send to donors who make a gift on this specific page.
NOTE: If you select multiple pages, the ability to filter will go away. Filters are only available when you select one page per Dynamic Email
Filters: If you selected one page, you can set your desired filters to only send to
donors across a specific time range.
NOTE: Dynamic Emails will only send to donors who meet the email filters. For example, if you create a Dynamic Email to send 24hrs after a donation, donors who made a gift a week ago will not receive the Dynamic Email because it has now been longer than 24hrs after their donation. It will only send to those who have donated less than 24hrs ago or moving forward for new donors.
Customize Your Message Details
Subject: Enter the subject line of the email
From Name: This will be who the email is showing it is coming from (most people put their organization name)
Reply-To-Email: If a donor responds to this Dynamic Email, their response will be sent to the email address listed in this field
Message: Customize your message text using the text editor
When the email looks good, click Review & Schedule
NOTE: Dynamic Emails will only send to donors with a Completed status.
Review Your Dynamic Email
Review the page and filters the email will be sent to
In the Send This Email field, set how long after someone donates that you'd like them to receive the email (this can be days, hours or minutes after the donation)
Review the message content
If all looks good, click the Schedule Campaign button
Available Actions
Once you schedule a Dynamic Email you can do the following:
Duplicate the email
Edit the email
Preview the email
Send a test of the email
Set as Active or Inactive - When setting a Dynamic Email to Inactive, if there are emails in the queue, they will still be sent. If you want to halt all future emails from sending, including those in the queue, delete this dynamic email
Delete - Once you set a Dynamic Email to Inactive, the trash can will appear, allowing you to then delete it
FAQs
What User Permissions do I need to be able to create and send Dynamic Emails?
A User would need to either be an Account Owner or have Full Account and Full Report Permissions in order to be able to send Dynamic Emails.
What are the available time increments I can schedule to send a Dynamic Email after someone makes a donation?
Dynamic Emails can be sent in any of the following timeframes after a donation:
5-55 minutes after donation
1-23 hours after donation
1-31 days after donation